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JPMorgan Chase
JPM

Overview Fund Activity

2,838 hedge funds and large institutions have $202B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,432 increasing their positions, 993 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,838
Holders Change
+65
Holders Change %
+2.34%
% of All Funds
58.34%
Holding in Top 10
335
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-24.38%
% of All Funds
6.89%
New
202
Increased
1,432
Reduced
993
Closed
108
Calls
$3.66B
Puts
$5.26B
Net Calls
-$1.6B
Net Calls Change
-$370M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$754M
2
Capital International Investors
Capital International Investors
California
+$628M
3
DCP
D1 Capital Partners
New York
+$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$422M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$375M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$3.34B
2
Capital World Investors
Capital World Investors
California
-$1.71B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.21B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.12B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
PRC
1551
Pearl River Capital
Michigan
$2.3M +$2M +21,264 +679%
VCM
1552
Vivaldi Capital Management
Illinois
$2.29M -$490K -4,760 -18%
NDSI
1553
Newman Dignan & Sheerar Inc
Rhode Island
$2.29M +$2.29M +23,616 New
HH
1554
HWG Holdings
Texas
$2.28M +$2.28M +24,284 New
VLKIM
1555
Van Lanschot Kempen Investment Management
Netherlands
$2.28M -$742K -7,884 -25%
PCM
1556
Penserra Capital Management
California
$2.28M +$1.14M +12,101 +100%
SFSIG
1557
San Francisco Sentry Investment Group
California
$2.28M -$933K -9,919 -29%
WWM
1558
Western Wealth Management
Colorado
$2.28M +$84.6K +899 +4%
HA
1559
Harbor Advisors
Florida
$2.27M – – –
PCA
1560
Peddock Capital Advisors
Massachusetts
$2.26M +$2.82K +30 +0.1%
IA
1561
IFG Advisory
Georgia
$2.26M +$250K +2,660 +12%
PWMAG
1562
Pinnacle Wealth Management Advisory Group
New Jersey
$2.26M +$184K +1,953 +9%
AC
1563
Athanor Capital
New York
$2.26M +$2.26M +24,005 New
NL
1564
NWAM LLC
Washington
$2.26M -$657K -6,985 -23%
RSS
1565
Rosenblum Silverman Sutton
California
$2.26M +$203K +2,158 +10%
CT
1566
Clearstead Trust
Maine
$2.25M +$558K +5,933 +33%
QCG
1567
Quadrant Capital Group
Ohio
$2.25M -$2.91M -30,967 -56%
UBG
1568
United Bank (Georgia)
Georgia
$2.24M +$168K +1,782 +8%
RIM
1569
Rampart Investment Management
Connecticut
$2.24M -$61.4K -653 -3%
KCPG
1570
Kavar Capital Partners Group
Kansas
$2.24M +$425K +4,523 +23%
RCAG
1571
Rehmann Capital Advisory Group
Michigan
$2.24M -$167K -1,758 -7%
SCI
1572
S&CO Inc
Massachusetts
$2.23M – – –
RFN
1573
RDA Financial Network
Iowa
$2.23M +$16K +170 +0.7%
PHS
1574
Pekin Hardy Strauss
Illinois
$2.22M +$11.1K +118 +0.5%
FUBT
1575
First United Bank & Trust
Maryland
$2.21M -$94.4K -1,004 -4%
61 62
63
64 65